Insurance service representative jobs near me - 1,844 jobs
Let us run your job search
Sit back and relax while we apply to 100s of jobs for you - $25
Sales and Customer Service Representative Remote (69k+ per year)
HMG Careers 4.5
Remote insurance service representative job
This full-time position offers flexible work hours and ample opportunities for advancement into management roles.
You will work remotely to serve clients and offer valuable advice and protection to individuals and their families. What We Offer:
· Remote, work from home career.
· Average first-year earnings of $69K commission + bonuses.
· Life-long residual income through renewals.
· Unionized position with stock options.
· Excellent benefits package - medical, dental, and prescription coverage.
· Exceptional training with experienced managers.
· High-quality leads provided: no calling family or friends.
· Flexible hours: this is a fulltime career, but you can choose when you work.
· Opportunities for advancement and recognition as we promote from within.
· Dynamic Team Environment: Our virtual workplace thrives on a vibrant team. atmosphere. While this position is remote, you will have lots of support.
Qualities We Value:
· Willingness to learn and be coached as we provide comprehensive training.
· Outgoing and Friendly Personality: a positive and approachable demeanor.
· A strong desire to help others: provide valuable advice and services.
· Effective Communication Skills: your ability to connect with others is crucial.
· Sales or customer service experience is advantageous but not mandatory.
Your Qualifications:
· Laptop or computer with camera is required.
· Possession of, or willingness to obtain an insurance license.
· Basic computer literacy is essential.
· Primary residence in Canada or USA: you must reside in North America to be eligible.
Your Job Responsibilities:
· Contact the leads we provide to schedule virtual meetings with clients.
· Present benefit programs to enroll new clients and cultivate relationships with them.
· Collaborate with your manager to define clear objectives and goals, then achieve them through dedicated effort and determination.
About Us
Fieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of assurance and audit practitioners specifically within cybersecurity, privacy, and financial audit. Put simply, we build software and AI Agents for the people who enable trust between businesses.
We're based in San Francisco, CA. We're backed by top investors including Bessemer Venture Partners, 8VC, Floodgate, Y Combinator, DNX Ventures, Global Founders Capital, Justin Kan, Elad Gil, and more.
We value diversity - in backgrounds and in experiences. We need people from all backgrounds and walks of life to help build the future of audit and advisory. Fieldguide's team is inclusive, driven, humble and supportive. We are deliberate and self‑reflective about the kind of team and culture that we are building, seeking teammates that are not only strong in their own aptitudes but care deeply about supporting each other's growth.
As an early stage start‑up employee, you'll have the opportunity to build out the future of business trust. We make audit practitioners' lives easier by eliminating up to 50% of their work and giving them better work‑life balance. If you share our values and enthusiasm for building a great culture and product, you will find a home at Fieldguide.
About the Role
As a Lead Agent PM at Fieldguide, you will play a central role in building the next generation of enterprise‑grade AI agents that power multi‑million‑dollar audit and assurance engagements for the Fortune 500. You'll work hand‑in‑hand with our engineers and our most strategic customers to design, ship, and continuously improve intelligent agents that transform how top audit firms operate.
What You'll Do
Build enterprise‑grade AI agents: As an Agent PM at Fieldguide, you will be responsible for partnering directly with our engineers and most strategic customers to build and ship AI agents that power multi‑million‑dollar audit and assurance engagements for the Fortune 500.
Engage with top audit firms in the world: In the role, you will engage with all levels of our most strategic customers:
Discover and assess their requirements.
Prepare and present demonstrations of Fieldguide's agents.
Address and overcome technical challenges in the business process by working with technical counterparts.
Develop and improve agents to fit and anticipate our customers' needs and business processes.
Become trusted advisors and drive strategic technical strategies for our customers.
Shape the product roadmap: Work with engineering and product development teams to scope and implement new features essential to the success of your customers.
This is primarily an in‑person role with at least 3 days a week in our San Francisco office. It'll require occasional travel (once a month) to be onsite with our clients.
Who You Are
6-8+ years experience in product development/management.
Experience crafting and tailoring a message for potential customers, including senior executives at Fortune 500.
Ability to communicate highly technical concepts to both non‑technical and technically proficient audiences, including recent AI developments.
Degree in a technical or related field, or equivalent professional experience.
Bonus Points
Domain expertise in Audit, Assurance or Accounting.
AI‑related experience (experience developing AI agents a plus).
Some coding experience with React, Typescript, and Go.
MBA or equivalent professional experience (while this is a product management role, you will have the opportunity to lean into broader business roles).
Past roles that interface with end customers to influence software development.
More about Fieldguide
Fieldguide is a values‑based company. Our values are:
Fearless - Inspire & break down seemingly impossible walls.
Fast - Launch fast with excellence, iterate to perfection.
Lovable - Deliver happiness & 11 star experiences.
Owners - Execute & run the business with ownership.
Win‑win - Create mutual value & earn trust for life.
Inclusive - Scale the best ideas with inclusive teams.
Some of our benefits include
Competitive compensation packages with meaningful ownership.
Flexible PTO.
401k.
Wellness benefits, including a bundle of free therapy sessions.
Technology & Work from Home reimbursement.
Flexible work schedules.
#J-18808-Ljbffr
$43k-85k yearly est. 4d ago
Call Center Customer Service Representative
Russell Tobin 4.1
Insurance service representative job in Columbus, OH
We're Hiring: Call Center Customer ServiceRepresentative
📅 Contract: 6-12 months (Contract-to-Hire)
💲 Pay: $19.00-$19.16/hour
Are you an experienced call center or customer service professional who enjoys helping customers and resolving issues in a fast-paced environment?
This is an opportunity to support clients at a leading financial services organization, delivering high-quality account support and building long-term career stability.
✅ What We're Looking For:
1+ year of call center or customer service experience
Experience handling high-volume inbound calls
Strong communication, active listening, and problem-solving skills
Comfort working with account information and following procedures
Banking, financial services, or regulated industry experience is a plus
Associate's or Bachelor's degree in Business, Finance, or a related field preferred, not required
💼 What You'll Do:
Handle inbound calls to support customers with account-related inquiries
Provide accurate, professional, and timely service
Research, troubleshoot, and resolve customer issues
Document all interactions clearly and accurately
Meet individual and team performance metrics
🌟 Why Join Us?
Work with a well-known financial institution
Structured training and ongoing support
Fast-paced, team-oriented call center environment
Opportunity for contract-to-hire conversion based on performance
Pride Global offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors.
👉 Apply now to take the next step in your customer service career!
$19-19.2 hourly 5d ago
Customer Service Representative
Infotree Global Solutions 4.1
Remote insurance service representative job
Customer Support Representative - Bilingual (English and Spanish)
** Mexican and Puerto Rican spanish dialects work really well in this role. Candidate must have some type of customer service experience.
Shift:
Full time hours are normally 40 hours per week. Must be able to work between 8am - 6pm, no exceptions
Required to attend ~ 4 week instructor led training Monday through Friday in the office.
Hybrid Schedule: In Office: Tuesday, Wednesday, and Thursdays - After training
Candidates should have the following skills and education:
High School Diploma or equivalent
Prior customer facing role or call center experience desired
Customer and team focused
Excellent verbal and written communication skills
Able to work in multiple internet based systems
**Position will answer emails, chats and calls from 1-800- GET PINK (Roofing, and General Services)
Interview (Must have access to internet and email)
1st - Pre screen Video/ Phone Screen
2nd - Panel Video interview
Position Specifics: This is a full-time position (approximately 8 hours a day) between the hours of 8am-6pm, Monday through Friday. Opportunities exist to work over-time based on business need. Schedules will fluctuate within this time frame based on business demand. Qualified candidates must be flexible and available to work slightly varying schedules.
This role operates as a hybrid schedule. The expectation is Tuesday, Wednesday and Thursdays will be in office and Monday and Friday are remote. Must have reliable internet and the company will supply equipment to complete successful work from home environment.
PURPOSE OF THE JOB
The call center agent is the first point of contact to address direct and indirect customer inquiries, regarding company's products and services. The Agent is responsible for ensuring that all questions are handled in a professional and mutually beneficial manner and in accordance with company's standards.
Reports to: Customer Solutions Team Leader
Span of Control: Individual Role with Assigned Responsibilities
JOB RESPONSIBILITIES
Provide quality service to internal and external customers.
Handle incoming customer calls, emails and web inquiries regarding company's products and warranties
Ensure a timely and professional response
Enter all relevant information regarding inquiries into company's system
Provide detailed step-by-step instructions to customers concerning website navigation and browsing, warranty claim or claim status, and/or product information
Advise customers on newly available products and programs to promote the brand and drive overall sales
Follow up with customers as requested
Metrics:
Call quality score
Customer feedback
Information accuracy
Adherence to schedule
Attendance
JOB REQUIREMENTS
MINIMUM QUALIFICATIONS:
High School diploma or equivalent (Associates or Bachelors Degree preferred)
At least one year work experience in a customer facing environment
EXPERIENCE:
Building materials experience desireable
1-3 years prior customer service experience
Prior experience working in a team environment
Demonstrated ability to work independently
KNOWLEDGE, SKILLS & ABILITIES:
Strong oral and written communication skills
Proficient typing skills
General business acumen
Proficient working knowledge of the MS Office Suite including Outlook, Word, and Excel
Capable of quickly and accurately identifying customer needs, solving problems systematically, using sound business judgment, and following through on commitments
Strong team building, customer service, planning and organizing skills
High attention to detail with the ability to handle multiple priorities
Ability to excel in a fast paced and ever-changing work environment
Ensures personal accountability
Quickly learns and adapts to change
Inquisitive and curious
$27k-34k yearly est. 5d ago
Remote Customer Service Representative - Product Testing
Glocpa
Remote insurance service representative job
We're looking for Customer Support Product Testers across the US to work from home and help top brands improve their products before they hit the market.
$27k-35k yearly est. 60d+ ago
Customer Service Representative
Concero
Remote insurance service representative job
We are looking for a dedicated and empathetic Inbound/Outbound Call Center Representative to join our Patient Services team. In this role, you will be responsible for making inbound/outbound calls to an existing patient list to schedule doctor appointments. The ideal candidate will have excellent communication skills, a compassionate approach to patient interactions, and the ability to manage a high volume of calls efficiently.
Key Responsibilities:
Outbound Calling:
Make a minimum of 25 outbound calls per hour to existing patients to schedule doctor appointments.
Inbound:
Take high volume incoming calls from patients to assist in scheduling doctor appointments. Navigate through multiple applications to answer insurance and account questions.
Appointment Scheduling:
Accurately book and confirm appointments based on patient availability and doctor schedules with a goal of setting a minimum of 125 appointments per month.
Patient Interaction:
Engage with patients in a courteous and professional manner, addressing their questions or concerns and providing relevant information about their appointments.
Data Management:
Update patient information, appointment details, and call outcomes in the company's scheduling and CRM systems.
Documentation:
Maintain accurate records of patient interactions and appointment status, ensuring all information is entered correctly and promptly.
Compliance:
Adhere to privacy regulations and company policies regarding patient information and appointment scheduling.
Feedback and Improvement:
Report any issues or patient feedback to the Call Center Manager to help improve processes and patient satisfaction.
Performance:
Maintain and exceed company metrics for outbound and inbound calls and appointments set.
Qualifications:
Experience:
Previous experience in a call center or customer service role is preferred, particularly in a healthcare or insurance setting. Training will be provided.
Communication Skills:
Strong verbal communication skills with a focus on clear, compassionate, and effective patient interaction.
Organizational Skills:
Excellent organizational skills with the ability to manage multiple tasks and maintain a high level of productivity.
Technical Proficiency:
Familiarity with scheduling software and CRM systems is a plus; proficiency in data entry and technical aptitude use required.
Attention to Detail:
High attention to detail to ensure accuracy in scheduling and patient information.
Empathy:
Ability to approach each call with empathy and professionalism, particularly when dealing with sensitive patient information.
Working Conditions:
Schedule:
Full-time. Flexibility in scheduling may be required based on call volume and patient needs. Hours are Monday-Friday between the hours of 8:30-6:00. There are occasional Saturdays based on Company needs
Environment:
Remote work environment.
Noise Requirements:
Must be able to provide and maintain a quiet, distraction-free workspace with
zero background noise
to ensure clear, professional-quality inbound and outbound calls.
$26k-34k yearly est. 5d ago
Entry- Level Customer Service Representative - Work from Home
Turbotax
Remote insurance service representative job
Work from home with TurboTax Product Expert
Get paid $18.50 per hour¹
Get a $405 Certification bonus³
Work from home & set your own flexible schedule between 8am EST and 12am midnight EST Monday to Sunday⁴
Earn an additional $5/hr from April 9-15 for all hours worked
Fast 24 hour Certification³
As a Customer ServiceRepresentative, you will help TurboTax customers by answering their questions concerning TurboTax products and tax return software. Most of these questions concern Downloading, Logging In, Getting Started with Basic Navigation, Importing Documents, Printing and Filing and very basic Tax questions. We'll give you amazing continuous support for everything.
Get paid $18.50 per hour¹
Earn a $405 Bonus just for participating in getting certified as a TurboTax Product Expert³
$5.00 per hour Turbo Bonus Boost: Enjoy the bonus from April 9th through 15th with unlimited hours available, must work a minimum of 8 hours each day on April 13th, 14th, and 15th to qualify
Certification takes place over 3 days
Build your own schedule with flexible hours anytime between 8am EST and 12am midnight EST Monday to Sunday⁴
Minimum 25 hours per week required, want to work more? Go for it!¹
You'll be assigned an SME (Subject Matter Expert) who will support you during live calls. Plus Support an (MPS) Marketplace Performance Specialist as your advocate
Required Experience & Skills To be successful in this Gig as a Service Provider for TurboTax you will need to be proficient in the following:
This role doesn't require any specific accounting background. We're looking for enthusiastic individuals who are eager to learn and help TurboTax customers with their questions.
Strong communication is key in assisting customers with TurboTax products and tax return software. You'll need to articulate solutions clearly and empathetically.
The ability to understand and empathize with our customers needs while driving innovation and providing top-notch service.
$27k-36k yearly est. 3d ago
Licensed Customer Service Representative
Commonwealth Casualty Company
Remote insurance service representative job
The Customer ServiceRepresentative is responsible for delivering high-quality support to policyholders and prospective customers. This entry-level role ensures a positive customer experience by answering questions, resolving issues, processing policy updates, and providing accurate information in a timely and professional manner.
Duties and Responsibilities:
· Manage multiple tasks and priorities while efficiently navigating various systems to perform job functions.
· Demonstrate a strong understanding of company procedures, processes, tools, and systems.
· Take full ownership of customer accounts during the review and servicing process.
· Maintain accurate internal records by archiving all necessary documentation and evidence.
· Develop and maintain strong knowledge of company products, pricing, underwriting guidelines, and policy features.
· Receive, investigate, and respond to all customer inquiries, concerns, and complaints in a timely and professional manner.
· Request, track, and follow up on any missing or required information from customers.
· Provide accurate quotations, pricing details, and policy information to new and existing customers.
· Successfully complete the sales process in accordance with the company's regulatory requirements.
· Answer incoming calls promptly, professionally, and courteously while maintaining excellent customer service standards.
Job Requirements
· High school diploma or equivalent required.
· Active insurance license (Property & Casualty)
· Bilingual skills are a plus (Spanish/English preferred).
· Ability to learn and apply insurance guidelines, processes, and systems.
· Ability to thrive in a fast-paced, high-pressure environment while maintaining accuracy and professionalism.
· Proficient in Microsoft Office applications and comfortable handling phone communications with a professional disposition
· Time-management skills
· Customer-focused mindset with strong problem-solving skills
· Previous customer service experience preferred.
· Candidates are required to complete a basic computer proficiency and customer service skills test and achieve an acceptable passing score.
Work Environment & Schedule
· Standard schedule: Monday-Friday; Currently hiring for shifts between 5:00 AM and 6:00 PM MST and the schedule will vary depending on call center needs at the time of hiring.
· In-office position and require on-site attendance for all scheduled shifts for Arizona.
· Remote position available for out-of-state applicants only, and this position requires
the schedule to accommodate Arizona time.
$28k-37k yearly est. 6d ago
Customer Service Representative
Thermoid
Insurance service representative job in Bellefontaine, OH
The Customer ServiceRepresentative supports Thermoid's customers by providing accurate product and service information, processing orders, resolving delivery and service issues, and coordinating closely with internal teams. This role requires strong verbal communication skills, confident phone interaction, and excellent time management to ensure daily tasks are completed accurately and on schedule. The ideal candidate is proactive, motivated, and eager to take on additional responsibilities to support team success.
Principal Duties and Responsibilities:
Customer Support & Order Processing
• Answer customer questions by phone and email, requiring clear, confident verbal communication and a professional demeanor.
• Process customer orders and respond promptly to sales and service inquiries.
• Provide accurate quotes and lead times for new and existing products.
• Maintain customer records with up-to-date account information.
• Assist in resolving customer credit issues and documentation needs.
Customer Outreach Responsibilities
• Conduct proactive outreach, with an emphasis on phone-based communication, to follow up on open orders, quotes, delivery timing, backorders, and general service needs. This outreach is essential to driving excellence in customer service, strengthening customer relationships, and ensuring customers receive clear, timely, and accurate communication throughout the order lifecycle.
• Document all outreach interactions accurately in D365 per established company standards.
• Support Thermoid's Customer Outreach Program by completing required weekly outreach activities.
Issue Identification & Resolution
• Clarify customer complaints or delivery issues, determine root cause, and recommend the best solution.
• Coordinate internally to expedite corrections, adjustments, or order updates, ensuring timely follow-up.
• Initiate paperwork including credits, complaints, RMAs, and internal requests on behalf of customers.
Administrative Responsibilities
• Perform clerical tasks such as filing, data entry, correspondence, and document preparation for the sales and service departments.
• Ensure accurate and consistent communication across Manufacturing Operations, Scheduling/Planning, Quality, Engineering, Finance, Sales, and Marketing.
Performance & Team Responsibilities
• Demonstrate strong time management and ensure daily tasks are completed consistently and accurately.
• Work with a high degree of motivation and ownership; proactively seek opportunities to take on additional responsibilities that support the team.
• Participate in improving workflow, customer experience, and cross-departmental communication as business needs evolve.
Experience and Education:
• Associate's Degree preferred; equivalent experience considered.
• Minimum of two years of customer service experience preferred, ideally in a manufacturing or industrial setting.
• Friendly, helpful, customer-focused approach with strong problem-solving skills.
• Proven attention to detail, accuracy, and consistency in following procedures.
• Strong time-management, task prioritization, and organizational abilities.
Technical Skills:
• Proficiency with Microsoft Office, especially Outlook and Excel.
• Strong verbal and written communication skills; high comfort level handling phone-based customer interaction.
• Ability to perform basic math and geometry calculations.
• Experience with ERP or order-entry systems; ability to learn new systems quickly (D365 preferred but not required).
• Solid administrative and documentation skills.
Organizational Relationships:
• Reports to: Customer Service Manager
• Internal communication with: Manufacturing Operations, Quality, Planning/Scheduling, Engineering, Finance, Sales, and Marketing.
• External communication with: Customers and distributors to maintain strong partnerships and support coordination.
HBD Industries is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
HBD NOTICE OF COLLECTION - CALIFORNIA - December 2022
Please click on this link to view the notice.
$27k-35k yearly est. 1d ago
Commercial Insurance Service/Sales Rep
Bennett & Porter 2.6
Remote insurance service representative job
Job Description
Bennett & Porter is a Scottsdale-based insurance and financial services firm founded in 2002 and recognized as one of Arizonas fastest-growing agencies. Our team is full of professionals who believe that education drives excellence. Our culture is built on trust, teamwork, and shared success. Industry recognition from Phoenix Business Journal, Ranking Arizona, and Claraphi reflects what our employees already know: this is a place where professionals are supported, valued, and given room to thrive.
We're seeking an experienced Commercial InsuranceService/Sales professional to support and grow our commercial book of business. This role blends high-level account service with light sales and marketing responsibilities, working closely with agents and underwriters to deliver exceptional results for clients. The position is fully remote
after
an initial in-office training period.
Base salary of $50,000 to $70,000 based on experience
Paid time off & paid holidays
Profit sharing
100 percent employer-paid medical, dental, and vision insurance
If you are looking for a long-term role with a respected firm that prioritizes people and performance, apply today!
Benefits
Annual Base Salary Based on Experience
Paid Time Off (PTO)
Work from Home
Health Insurance
Dental Insurance
Vision Insurance
Hands on Training
Mon-Fri Schedule
Evenings off
Weekends off
Holidays Off
Paid Holidays
Team Building Activities
Paid Sick Leave
Responsibilities
Service and manage existing commercial insurance accounts
Support producers with daily account and client service needs
Market new and renewal accounts to appropriate carriers
Communicate directly with underwriters to negotiate terms and coverage
Attend client meetings and account visits alongside agents when needed
Requirements
An active insurance license is required
Three to five years of commercial insurance experience
Strong knowledge of commercial markets and coverage types
Proficiency with AMS360 and ImageRight
Strong communication, organization, and follow-through skills
Team-oriented mindset with a service-first approach
$50k-70k yearly 10d ago
Insurance Broker- COMMISSION BASED SALES
True North Recruiters 4.4
Remote insurance service representative job
Job description
We are looking for Highly Motivated individuals to join the Agency. This is an opportunity to change your life. No matter the background, experience or education; people with drive and determination have profoundly impacted the lives of their clients and family and have taken control of their futures.
We pride in helping our agents become the best versions of themselves.
Free Top Tier training by top producers.
Personal Production bonuses.
1 on 1 mentorship with Agency Owner.
Proven system to generate top producing agents.
Remote work available.
CRM / Lead center available for each agent.
Warm qualified leads. NO COLD CALLING. (agent cost)
Ability to grow into your own agency.
Independent contracts with over 50+ A rated carriers.
1099 sales position.
We service thousands of Americans across the nation. We focus on mortgage protection, final expense. financial and retirement planning for everyday clients.
The average full time agent takes home around 10k-15k a month. This is based on full time hours and strong work ethic.**
We have agents who are issuing 100,000$ a month in personal production**
Income is contingent upon work ethic and ability to master concepts and sales methods.
** Disclaimer- income is not guaranteed.**
1099 Sales Based Commissions No Minimum Pay. You make what you earn.
Work remotely and in the place of your choosing.
Our Agency specializes in Financial Services by utilizing Life Insurance, Retirement Solutions, Mortgage Protection, and Final Expense planning for millions of Americans! The goal as we grow is to help as many Agents reach new levels personally and professionally while protecting the client's legacies.
We work with thousands of agents and clients across the nation.
Apply today and find out if this is what you have been looking for!
$59k-83k yearly est. 8d ago
Insurance Advisor Trainee- InsuraMatch
Travelers Insurance Company 4.4
Remote insurance service representative job
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Sales
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$41,200.00 - $67,900.00
**Target Openings**
20
**What Is the Opportunity?**
As an Insurance Advisor Trainee, you will learn to serve as a personal insurance advisor, helping customers across the country select their ideal insurance carrier and coverages. You will learn to make recommendations on additional products that best suit the customer's needs, when appropriate. We value a consultative, relationship-focused approach and seek sales professionals who can foster long-term customer relationships in a digital insurance agency. In this role, you'll learn to manage inbound business opportunities and maintain client communication via outbound calls and emails until the sale is finalized. You will gain an understanding of our carriers and products through our comprehensive training program, making you an expert in Personal Insurance in all 50 states + Washington DC. With competitive compensation, great benefits starting day one and our driven sales teams, we know that InsuraMatch can help you accomplish your quest for a fulfilling career. As part of the hiring process, this position requires the completion of an online pre-employment assessment. Further information regarding the assessment including accommodation process, if needed, will be provided at such time as your candidacy is deemed appropriate for further consideration. Incumbents must obtain a Property and Casualty or Personal Lines Insurance producer license within first 4 weeks of employment date. (Incumbents will receive fully paid training and license sponsorship). This job works under direct supervision and does not manage others.
Candidates located within a commutable distance to: Knoxville, TN; Richardson, TX or Spokane, WA will work a hybrid work schedule.
The Schedule:
-Start Date: March 23rd, 2026
-Hybrid Work Arrangement: three days in office and two days remote
-Training: 9:00am-5:30pm EST - Monday- Friday for the first 4-6 weeks
-Post Training: 9:30am-6:00pm local time Monday-Friday plus 1 Saturday shift per month from 9:00am-5:30pm EST
Work Arrangement (Remote Schedule)
- Start Date: March 23rd, 2026
- Remote Work Arrangement
- Training: 9:00am - 5:30pm EST - Monday - Friday for the first 4 - 6 weeks
- Post Training: 12:30pm - 9:00pm EST - Monday - Friday plus 1 Saturday shift per month from 9:00am - 5:30pm EST.
**What Will You Do?**
+ Successfully complete a comprehensive 4 month paid training program in a classroom setting with ongoing support and resources, gaining knowledge of multiple personal lines insurance products across a diverse range of carriers.
+ Provide one-on-one insurance coverage guidance, connect current customers to additional products and services, and handle inbound and outbound calls in a call center environment.
+ Positively representInsuraMatch, establish customer rapport, and ensure exceptional customer experiences, while efficiently multitasking across multiple systems to gather all necessary information for quoting, underwriting, and closing sales.
+ Communicate effectively & professionally with customers verbally and via email
+ Acquire comprehensive product, underwriting, and sales expertise to counsel and sell available insurance products, while consistently meeting quality, efficiency, underwriting and sales metrics.
+ Receive and implement constructive feedback in the form of professional coaching.
+ Handles objections professionally while clearly articulating relevant product features, benefits, and value to the consumer.
+ This role is not responsible for cold calls or lead generation.
+ Successfully obtain and maintain Property & Casualty or Personal Lines license in resident state as well as all required non-resident licenses in each state that business is conducted within six months of date of hire.
+ Maintain continuing education requirements for the Property and Casualty or Personal Lines license obtained.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ A Bachelor's degree from an accredited four-year college or university is a plus.
+ Prior call center and sales experience
+ Personal Insurance product knowledge
+ Strong verbal and written communication skills
+ Able to multi-task within a high volume sales center environment and make appropriate business decisions quickly.
+ Able to demonstrate a positive and professional demeanor.
+ Adaptable to change.
**What is a Must Have?**
+ High school diploma or GED.
+ Licensing Requirements:
+ InsuraMatch is committed to a positive customer experience that exceeds expectations and to meeting all compliance requirements. As a result, InsuraMatch requires that all InsuraMatchInsurance Advisor Trainees obtain and maintain an insurance license (either Property and Casualty or Personal Lines) in your resident state.
+ Each state will evaluate any/all criminal and financial background incidents to determine license eligibility.
+ Applicants with a felony conviction or pending/unresolved court cases may not qualify for licenses in all required states. It is incumbents' responsibility to provide any/all required court documents needed to obtain your license(s). Travelers does not pay for and/or reimburse the cost or time needed to obtain any documents necessary to complete licensing applications.
+ Failure to pass the licensing exam within two attempts as well as the inability to obtain any required licenses within six (6) months from date of hire may result in termination of employment.
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
$41.2k-67.9k yearly 9d ago
Insurance Advisor
Tipton Agency
Remote insurance service representative job
The Tipton Agency is dedicated to helping individuals build tailored insurance portfolios that address their unique concerns, needs, and budgets. By partnering with over 40 top-rated carriers, we ensure that our clients receive the most affordable protection, including options for those who may not qualify for coverage in traditional sales environments.
Key Responsibilities:
Respond to client inquiries and communications without engaging in cold calling.
Meet with clients remotely via phone or Zoom to assess their insurance needs and provide suitable options.
Submit client applications to carriers for underwriting approval through our streamlined online process.
Position Details:
Flexibility: Both part-time and full-time positions are available, allowing you to set your own appointments and schedule.
Part-Time: 10-20 hours per week, with potential earnings of $30,000 to $60,000 annually.
Full-Time: 30-40 hours per week, with potential earnings of $125,000 to $200,000 annually.
We are looking for motivated individuals who are eager to support clients in achieving their financial protection goals while enjoying the freedom and flexibility of a remote work environment. Join us at The Tipton Agency and take the first step towards a fulfilling career in insurance advisory.
$50k-77k yearly est. 60d+ ago
Business Insurance Advisor
The Jones Co 4.5
Remote insurance service representative job
Career Opportunity -
Business Insurance Advisor
If you are looking for:
An employer that
invests in (and encourages)
your learning and growth
A professional work environment where
teammates
are supportive and accountable
An opportunity to
make a difference
in the lives of your clients and community
Standard working hours, with options for
remote work
and flexible schedules
A competitive salary with
outstanding benefits
A
family-oriented
employer that has been in business for over 60 years
Then we should talk, because we are always looking for:
Self-motivated individuals with an “old-fashioned”
work ethic and positive attitude
Someone with a proven ability to support and potentially lead a
team
A quick learner who can grasp
new concepts & ideas
in a fast paced environment
A client-focused professional
who is able to listen, communicate, and utilize technology
Title:
Business Insurance Advisor
FLSA Status:
Exempt
Shift:
1st
Reports to:
Outreach Director
Department:
Sales
Employment Status:
Full-time
Supervisory Responsibilities: None
Date Created/Last Evaluated:
October 2020
Summary
This position is directly responsible for prospecting, soliciting, quoting, and selling new Business Insurance Accounts. Continuing to counsel and market to existing clients professionally is another essential function of the position. Specific Sales activities, goals and, service responsibilities are determined during the yearly planning process for this position and are monitored monthly.
Qualification Requirements
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Minimum Qualifications
Bachelor's degree preferred
NC Department of Insurance Property & Casualty License preferred
2+ years of experience in business-to-business sales
Knowledge, Skills, & Abilities
Ability to discuss, support, and sell insurance products in states where the agency functions.
Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Office (Word, Excel and Outlook) Applied EPIC, etc.
Must have excellent communication skills; written and verbal.
Must be an assertive self-starter with the ability to influence others.
Must excel at being client focused and able to work in a team-oriented environment
Should have demonstrated effective presentation skills through both verbal and written communications
Proven leadership ability
Supervisory Responsibilities
May have some supervisory responsibilities as the business grows.
Essential Functions
Identifies and develops relationships with qualified insurance buyers
Generates referrals for other team members
Creates and maintains detailed lists of current and prospective clients
Designs insurance plans and recommends coverages to clients
Surveys loss exposures, needs, and possible uninsurable or difficult to insure exposures for clients
Creates insurance proposals, makes sales presentations to prospective and existing clients on new and renewal basis
Communicates accurate and complete information to account management team in a polite and respectful manner
Meet scorecard goals
Physical Demands
This is primarily a sedentary role; however, some filing is required, which would require the ability to lift files, open filing cabinets and bend or stand, as necessary.
Work Environment
This job operates in a clerical, office setting. This position routinely uses standard office equipment such as computers, phone, copier, filing cabinets and fax machine.
Travel
Some travel is required to visit client sites.
JOIN OUR DYNAMIC TEAM!
Are you an enthusiastic and detail-oriented lending professional with a passion for helping others? Do you enjoy the challenge of processing diverse loans applications? If so, we have an exciting opportunity for you to join our team as a Bilingual Financial Service Rep I.
We need a dynamic, goal oriented, person who likes meeting people and developing relationships, to help grow our branch in Sterling, IL. You will play a crucial role in our lending operations. You will be responsible for providing financial assistance, deposit and consumer loan services in a courteous and professional manner while providing prompt, efficient and accurate member service. Responsible for helping members navigate the loan application, approval and closing process. This will include recommending personal loan options to members and explaining their terms, determining risks for loaning to members based on their credit, and accurately processing paperwork.
THIS IS NOT A REMOTE POSITION.
Essential Functions:
Perform routine member transactions including, but not limited to, account inquiries & updates, transfers; check withdrawals, stop payments, request for check and statement copies, and general information.
Independently complete opening and closing of membership accounts including but not limited to lending and deposit accounts transactions (i.e. Consumer loans, deposit accounts including Money Markets) ensuring every detail is managed with precision..
Reviewing applications for accuracy and determining debt ratio, income, credit checks, any collateral and/or other requirements to assist member in obtaining a loan, and collect all CIPs required.
You will prepare loan applications for underwriters, liaising effectively to ensure smooth approvals.
Actively look for opportunities to cross-sell CCU technology & services (i.e. EARS, CCU website, Debit Card, Mobile capture, CU Branch, CU Bill Pay, GAP, Credit Life & Disability, etc)
Respond to inquiries made by members via telephone, in person or email in a timely, friendly and professional manner in both English and Spanish.
Ability to assist members with loan inquiries, loan applications, loan balance/payoffs, quote NADA values, quote AutoCare premiums.
Redeem US Savings Bonds and direct members to on line purchases of US Savings Bonds.
Engage with your dynamic team and manager to ensure lending goals are met each month, while actively assisting in building our membership base.
Remain aware of, understand and comply with regulatory and compliance issues for consumer loans and deposit accounts.
Maintain professional appearance.
Maintain excellent attendance record, including punctuality and preparation.
Why join us? We believe in fostering a supportive and vibrant work environment. At our company you will have the chance to:
Make a difference in the lives of our members by helping them navigate their financial journeys.
Work alongside passionate professionals who share your enthusiasm for lending and member service.
Enjoy a competitive compensation, benefits, and opportunities for professional growth.
If you are ready to take your career to the next level and make a real impact in the community, and meet the minimum qualifications listed below....we want to hear from you. Apply today!
Note: The list of essential functions is not exhaustive. It may be supplemented as necessary from time to time.
JOIN OUR DYNAMIC TEAM!
Are you an enthusiastic and detail-oriented lending professional with a passion for helping others? Do you enjoy the challenge of processing diverse loans applications? If so, we have an exciting opportunity for you to join our team as a Bilingual Financial Service Rep I.
We need a dynamic, goal oriented, person who likes meeting people and developing relationships, to help grow our branch in Sterling, IL. You will play a crucial role in our lending operations. You will be responsible for providing financial assistance, deposit and consumer loan services in a courteous and professional manner while providing prompt, efficient and accurate member service. Responsible for helping members navigate the loan application, approval and closing process. This will include recommending personal loan options to members and explaining their terms, determining risks for loaning to members based on their credit, and accurately processing paperwork.
THIS IS NOT A REMOTE POSITION.
Essential Functions:
Perform routine member transactions including, but not limited to, account inquiries & updates, transfers; check withdrawals, stop payments, request for check and statement copies, and general information.
Independently complete opening and closing of membership accounts including but not limited to lending and deposit accounts transactions (i.e. Consumer loans, deposit accounts including Money Markets) ensuring every detail is managed with precision..
Reviewing applications for accuracy and determining debt ratio, income, credit checks, any collateral and/or other requirements to assist member in obtaining a loan, and collect all CIPs required.
You will prepare loan applications for underwriters, liaising effectively to ensure smooth approvals.
Actively look for opportunities to cross-sell CCU technology & services (i.e. EARS, CCU website, Debit Card, Mobile capture, CU Branch, CU Bill Pay, GAP, Credit Life & Disability, etc)
Respond to inquiries made by members via telephone, in person or email in a timely, friendly and professional manner in both English and Spanish.
Ability to assist members with loan inquiries, loan applications, loan balance/payoffs, quote NADA values, quote AutoCare premiums.
Redeem US Savings Bonds and direct members to on line purchases of US Savings Bonds.
Engage with your dynamic team and manager to ensure lending goals are met each month, while actively assisting in building our membership base.
Remain aware of, understand and comply with regulatory and compliance issues for consumer loans and deposit accounts.
Maintain professional appearance.
Maintain excellent attendance record, including punctuality and preparation.
Why join us? We believe in fostering a supportive and vibrant work environment. At our company you will have the chance to:
Make a difference in the lives of our members by helping them navigate their financial journeys.
Work alongside passionate professionals who share your enthusiasm for lending and member service.
Enjoy a competitive compensation, benefits, and opportunities for professional growth.
If you are ready to take your career to the next level and make a real impact in the community, and meet the minimum qualifications listed below....we want to hear from you. Apply today!
Note: The list of essential functions is not exhaustive. It may be supplemented as necessary from time to time.
Qualifications:
Education
:
· HS Diploma or equivalent required.
Experience
:
· Two years or more in a financial institution with previous consumer lending & deposit account experience is required.
· NMLS registration is a plus
· Sales experience is a plus
Skills Required
:
· Bilingual English/Spanish fluency required.
· Must be service-minded and team oriented.
· Basic PC skills, including proficiency in Microsoft Word, Excel, and Outlook required.
· Requires effective member relation/cross selling skills.
· Ability to manage multiple priorities.
Performance Standards:
Meet new accounts goal monthly.
Meet Credit Disability monthly goal on eligible loans.
Meet Credit Life monthly goal on eligible loans.
Meet goal on Mechanical Repair Coverage Policies sold monthly.
Meet goal on GAP Policies sold monthly.
Meet minimum monthly loan volume goal.
Pay rate $23/hr-$28.00/hr, commensurate with experience.
This position includes a full benefit package which includes the Medical insurance, vision, dental, company paid employee life, short-term/long-term disability coverage, EAP, discounts and many other elections. You also get to enjoy a generous PTO and holiday plan and working with a close knit team.
Consumer Loans, Lender, Loan processor,
Skills & Requirements
Qualifications:
Education
:
· HS Diploma or equivalent required.
Experience
:
· Two years or more in a financial institution with previous consumer lending & deposit account experience is required.
· NMLS registration is a plus
· Sales experience is a plus
Skills Required
:
· Bilingual English/Spanish fluency required.
· Must be service-minded and team oriented.
· Basic PC skills, including proficiency in Microsoft Word, Excel, and Outlook required.
· Requires effective member relation/cross selling skills.
· Ability to manage multiple priorities.
Performance Standards:
Meet new accounts goal monthly.
Meet Credit Disability monthly goal on eligible loans.
Meet Credit Life monthly goal on eligible loans.
Meet goal on Mechanical Repair Coverage Policies sold monthly.
Meet goal on GAP Policies sold monthly.
Meet minimum monthly loan volume goal.
Pay rate $23/hr-$28.00/hr, commensurate with experience.
This position includes a full benefit package which includes the Medical insurance, vision, dental, company paid employee life, short-term/long-term disability coverage, EAP, discounts and many other elections. You also get to enjoy a generous PTO and holiday plan and working with a close knit team.
Consumer Loans, Lender, Loan processor,
$23-28 hourly 29d ago
Insurance Advisor, Personal Lines
The Baldwin Group 3.9
Remote insurance service representative job
Who We Are The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.
Position Summary: Insurance Advisor (Charlotte Sales & Tech Hub)
Let's clear something up-Insurance Advisor is our internal title, but yes, we're talking about licensed Insurance Agents. This role is all about connecting with people, understanding their needs, and helping them find the right coverage. You'll be working in a dynamic sales center environment, closing deals and making a real impact.
As a Top 20 Insurance Broker, we give you access to multiple carriers so you can offer your clients the best coverage at the best price. And yes-we provide all the leads!
Compensation: Base pay $41,600 + monthly commission
Location: 7910 Microsoft Way, Charlotte, NC 28277
Schedule: Monday-Friday 8am-5pm + one Saturday/month 9am-1pm
Remote Work: This is an in-office role
What You'll Be Doing
Connect & Consult: Handle inbound and outbound calls, consult with customers, and match them with the right coverage and benefits.
Assess Needs: Conduct thorough assessments to understand financial resources, property conditions, claims history, and coverage gaps.
Seal the Deal: Finalize sales, collect deposits, arrange binders/certificates, and coordinate with the service team.
Stay Sharp: Maintain accuracy, timeliness, and a strong understanding of underwriting criteria across our insurance partners.
What You Bring to the Table
Love talking to people? You'll be on the phone all day-so bring that energy!
Strong communication skills-both verbal and written
Persuasive, goal-oriented, and driven to succeed
Friendly, outgoing, and eager to grow our client base
Self-motivated and great at managing your time
Resilient-able to handle rejection and keep moving forward
Familiar with the sales process from start to finish
Experience in sales or call centers is a plus-but if you're outgoing and coachable, we want to talk!
Tech-savvy: Microsoft Office and CRM/Salesforce experience preferred
What we Provide
Paid Training
Onsite gym with free access
Performance contests year-round with incentive awards
Onsite food trucks throughout the year
Quarterly top performer dinner
PTO + 12 paid holidays
Licensing Made Easy
We've got you covered! We'll pay for your 40-hour online Property & Casualty course, and you'll be compensated for your time studying. Pass the test, earn your P&C license, and you're good to go!
If you're ready to launch a rewarding career in insurance sales with a company that values your growth and success, we'd love to hear from you!
#LI- KL1
IND1
Click here for some insight into our culture!
The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
$41.6k yearly Auto-Apply 9d ago
Financial Clearance Rep - Rehab Services
Fairview Health Services 4.2
Remote insurance service representative job
We are seeking a financial clearance rep (FCR) to join our rehab services team! The FCR must be able to effectively articulate payor information in a manner such that therapists, patients and families gain a clear understanding of financial responsibilities.The FCR will be responsible for completing the insurance and benefits verification to determine the patient's benefit level for outpatient therapy services including physical, occupational, speech, cardiac, pulmonary, and hearing aids/audiology. They will obtain benefit levels, screen payor medical policies to determine if the scheduled procedure meets medical necessity guidelines, submit and manage referral and authorization requests/requirements when necessary, and/or ensure that pre-certification notification requirements are met per payor guidelines. They will provide support and process prior authorization appeals and denials, when necessary, in conjunction with revenue cycle and clinical staff. The FCR makes the decision when and how to work with providers, clinical staff, insurance payors and other external sources to assist in obtaining healthcare benefits.
* FTE 1.0, authorized for 80 hours per pay period.
* Schedule: Monday-Friday, 8:30am - 5:00pm.
* Remote position.
* Full benefits such as medical, HSA, dental insurance, vision insurance, 403b, PTO, health & wellbeing resources, Health & Wellness funding, and more!
M Health Fairview Rehabilitation offers a broad range of services that serve patients across 10 acute-care hospitals, 3 post-acute settings and 70 outpatient adult and pediatric therapy clinics. Consisting of Physical, Occupational and Speech Therapy as well as Audiology and Cardiac & Pulmonary Rehab, our therapists collaborate with colleagues in all medical settings and offer dozens of specialty programs.
As an academic health system with residency and fellowship programs and a rehab-focused clinical quality team, we have a collaborative culture that is centered on learning with an emphasis on evidence based, patient-centered care. Rehab's continuing education program offers continuing education courses per year at no cost to employees.
Responsibilities
* Practice excellent telephone etiquette and active listening skills.
* Identify insurances for all new patients that require information/notification from the site for new, continuing, and observation patients.
* Document and track all communication with insurers, clinic staff, and patients.
* Document each step taken in the process of acquiring benefits, prior authorization, or confirmation compensability determination.
* Document pertinent information for therapist use in contacting insurance carrier if further authorization is necessary.
* Enters referrals with all pertinent information into Epic referral entry.
* Initiate process to establish company account for worker's compensation patients and all other insurances as needed.
* Informs patients/clinic/caregiver of denials by insurance companies when pre-authorizing services.
* Contact patients with insurance issues such as termed insurance.
* Develop a list of key contacts at insurance companies and develop positive working relationships to facilitate ability to retro-authorize claims and increase reimbursement.
* Assist in training new insurance staff
* Acquire insurance referrals from PCC, if required by insurance.
* Submit appeals to insurances for prior authorization, if needed.
* Incorporate new changes in insurance verification and adapt to changes in volume of workload.
Required Qualifications
* 1 year experience in insurance verification/eligibility, financial securing, prior authorization, or related areas.
* Experience with electronic health record software.
Preferred Qualifications
* Associate of Science
* Vocational/Technical Training
* Epic experience
* Insurance/benefit verification experience
* Referrals and/or prior authorization experience
* Knowledge of medical terminology and clinical documentation review
* 2 years of experience working insurance/benefit verification, financial securing, or related areas using an EHR in a healthcare organization
* Knowledge of computer system applications, including Microsoft Office 365
Benefit Overview
Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information: *****************************************************
Compensation Disclaimer
An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions. Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer. Hiring at the maximum of the range is not typical. If your role is eligible for a sign-on bonus, the bonus program that is approved and in place at the time of offer, is what will be honored.
EEO Statement
EEO/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status
$27k-45k yearly est. Auto-Apply 9d ago
Patient Financial Service Representative I
CWI Landholdings 3.0
Remote insurance service representative job
At Children's Wisconsin, we believe kids deserve the best.
Children's Wisconsin is a nationally recognized health system dedicated solely to the health and well-being of children. We provide primary care, specialty care, urgent care, emergency care, community health services, foster and adoption services, child and family counseling, child advocacy services and family resource centers. Our reputation draws patients and families from around the country.
We offer a wide variety of rewarding career opportunities and are seeking individuals dedicated to helping us achieve our vision of the healthiest kids in the country. If you want to work for an organization that makes a difference for children and families, and encourages you to be at your best every day, please apply today.
Please follow this link for a closer look at what it's like to work at Children's Wisconsin:
***********************************
Job Summary:
Responsible for answering a high volume of inbound daily telephone calls within Patient Financial Services department, a cross-functional department supporting all areas of Children's Hospital and Children's Specialty Group (MCW) revenue cycle. As the front line of CHW and MCW/CSG's revenue cycle, must provide exemplary service to our patients and families showing empathy and compassion while still working to meet the goals of resolving account balances. Troubleshoots and problem solves patient family billing, payer, payment posting or system issues for all areas of the organization.
Essential Functions:
Works as part of a cross-functional team that must maintain knowledge of all hospital billing, physician billing, coding, medical records, and financial clearance functions across multiple service areas.
Acts as a patient resource for navigating through the various departments of our health system.
Works in a fast-paced call center environment, promptly and professionally answering inbound telephone calls, meeting department service standards and expectations.
Negotiates payment plan arrangement and screens for financial assistance needs.
Responds to patient's questions in a timely, professional manner
Multi-tasks by working accounts in work queues to resolve self-pay balance issues while answering inbound calls.
Utilizes patient billing software, which includes adding appropriate documentation of steps taken to obtain payment, respond to inquiries or resolve accounts
Educates and supports parents, families, and representatives with questions regarding CHW account balances.
Educates families on insurance and revenue cycle processes.
Determines when rebilling is appropriate and takes necessary steps in billing system to complete.
Legacy Essential Functions:
Reviews in-coming correspondence and respond accordingly. Updates billing information
Reviews and updates return mail with new addresses
Utilizes Forward Health eligibility website to search for coverage for uninsured patients and takes necessary steps in billing system to complete eligibility check
Investigates and resolves straight forward credit balances. Determines appropriate next steps; transferring funds, requesting patient refund
Collaborates with Financial Counseling, Social Services, Patient Relations, Account Resolution Reps or other department members to resolve patient concerns, and patient balances
Works within the Medical College of WI service area in billing system to resolve shared services account balances
Escalates situations to leadership when appropriate for service recovery and timely resolution
Education:
High School graduate or Certificate of General Educational Development (GED) or High School Equivalency Diploma (HSED) Required
Experience:
1+ years related experience in insurance, collections, or customer service experience preferably in a healthcare setting. Required
Knowledge, Skills and Abilities:
Knowledge of claims processing and computerized systems desirable.
Interpersonal skills necessary to efficiently respond to questions from patients and families regarding hospital financial policies, outside agencies' programs and physician offices to help resolve patient financial issues.
Ability to hold composure and poise in escalated situations.
Strong multi-tasking, organizational and time management skills.
Ability to verbally communicate effectively in a professional manner to families, physicians and outside agencies.
Ability to work as part of a team, demonstrating collaboration and flexibility.
Must have knowledge of all revenue cycle operations and processes.
Must be able to read and interpret insurance explanation of benefits to accurately process work and resolve problems
Required for All Jobs:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that may be requested in the performance of this job.
Employment is at-will. This document does not create an employment contract, implied or otherwise.
Full Remote Work Opportunity!
Children's Wisconsin is an equal opportunity / affirmative action employer. We are committed to creating a diverse and inclusive environment for all employees. We treat everyone with dignity, respect, and fairness. We do not discriminate against any person on the basis of race, color, religion, sex, gender, gender identity and/or expression, sexual orientation, national origin, age, disability, veteran status, or any other status or condition protected by the law.
Certifications/Licenses:
$24k-35k yearly est. Auto-Apply 45d ago
Financial Services Representative
CME Federal Credit Union 3.3
Insurance service representative job in Columbus, OH
At CME, we believe in Banking That Has Your Back. As an employer who is ranked as one of the Best Employers in Ohio and is the recipient of several Top Work Places award, we have the backs of our Associates as well! Here are just some of the benefits our Associates receive:
Strong work/life balance
4 weeks of paid time off each year
Paid holidays every year
Pet bereavement leave
Maternity/paternity leave
A strong health and wellness program with health and financial rewards
Annual Mental Health Day
401(k) match of up to 6%
Monthly incentives and annual bonus potential
And so much more!
A financial institution in central Ohio, CME Federal Credit Union was started by the local heroes of our community - City of Columbus Fire and Police Departments. We now offer financial services to everyone in Franklin County and the 7 surrounding counties and remain dedicated to serving those who serve our community! Everything we do has just one mission, to offer strong financial solutions!
CME Federal Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Requirements
We are currently looking for a full time Financial ServiceRepresentative (FSR) to be a financial hero to our members!
Our hero's mission is to . . .
Assist members with new and existing memberships, deposit accounts, and account maintenance.
Process financial transactions for members and non-members as needed.
Open and close accounts: Savings Accounts, Checking Accounts, Money Market Accounts, HSA/IRA's, Share Certificates, Trusts, Estates, and Business Accounts.
Uncover and suggest financial services to meet the member's needs by informing members of our products and services.
Transition members and prospects for loan needs to our Centralized Lending Team.
Meet individual goals and objectives while contributing towards achieving branch goals and objectives.
Comply with all applicable CME policies, procedures, internal controls, and Federal, State, and Local regulations as applicable.
Build strong relationships with members and co-workers.
Provide outstanding service while taking initiative and finding solutions
To complete this mission, our financial hero needs to be friendly, approachable, empathetic, and patient. Our hero also needs to be an organized self-starter who is a created problem solver that is solution oriented. Being adaptable with great communication skills is a must. At a minimum, our hero needs to have a high school diploma or equivalent along with at least 2 years consistent sales experience. Financial institution and deposit product experience is preferred.
Do you have what it takes to be a financial hero?! If so, click the Apply button!
$26k-29k yearly est. 3d ago
Financial Services Representative
Primerica 4.6
Remote insurance service representative job
Primerica is expanding! I am seeking an individual that is COACHABLE and simply MOTIVATED to succeed and to help others succeed! We educate the middle-income consumer proven concepts of HOW MONEY WORKS to obtain financial independence, as well as providing services to protect their income today and for the future. Work schedules are based upon personal availability with the convenience to work from home. Minimum Requirements: * $124 Background Check (Reimbursed) * Age 25+ preferred * Legal to work in the U.S. * NO felonies We offer: * Paid Training Programs * Paid State Licenses * Multiple sources of income * Bonus/Commission Pay (NO quotas) * Advancement as a Broker
$31k-39k yearly est. Auto-Apply 60d+ ago
Learn more about insurance service representative jobs